Purchases and Sales Made in Q4 2022 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q4 2022. The information is specifically focused on institutions that hold shares of DOMINION ENERGY, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.12K- 15.53% |
$64.7K - $79.9K
|
6.08K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.13K- 1.23% |
$65.3K - $80.6K
|
90.7K
$4.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.14K- 4.11% |
$65.8K - $81.2K
|
26.5K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.14K- 24.89% |
$66.2K - $81.7K
|
3.45K
$185K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.14K- 22.69% |
$66.3K - $81.8K
|
3.9K
$209K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-1.15K- 6.59% |
$66.4K - $81.9K
|
16.2K
$870K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-1.19K- 15.16% |
$68.9K - $84.9K
|
6.65K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-1.21K- 21.12% |
$70.1K - $86.5K
|
4.52K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.22K- 10.59% |
$70.9K - $87.4K
|
10.3K
$553K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 1.9% |
$72.3K - $89.2K
|
64.4K
$3.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.25K- 16.51% |
$72.3K - $89.2K
|
6.31K
$338K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.26K- 21.37% |
$72.7K - $89.7K
|
4.62K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.26K- 2.64% |
$73K - $90K
|
46.4K
$2.49M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.27K- 6.25% |
$73.3K - $90.4K
|
19K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.27K- 9.36% |
$73.7K - $90.9K
|
12.3K
$659K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1.3K- 24.39% |
$75.3K - $93K
|
4.03K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-1.3K- 16.59% |
$75.3K - $93K
|
6.54K
$350K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.33K- 13.12% |
$77.3K - $95.4K
|
8.84K
$473K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.37K- 2.76% |
$79.2K - $97.7K
|
48.2K
$2.58M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.37K- 2.76% |
$79.2K - $97.7K
|
48.2K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.37K- 10.16% |
$79.6K - $98.2K
|
12.1K
$651K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.39K- 28.71% |
$80.4K - $99.2K
|
3.44K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.4K- 29.47% |
$81.1K - $100K
|
3.35K
$180K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 0.94% |
$81.1K - $100K
|
148K
$7.92M
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.41K- 15.72% |
$81.9K - $101K
|
7.57K
$406K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 3.81% |
$83.3K - $103K
|
36.3K
$1.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 12.29% |
$83.8K - $103K
|
10.3K
$553K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.46K- 14.34% |
$84.7K - $104K
|
8.73K
$468K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.46K- 28.86% |
$84.9K - $105K
|
3.61K
$193K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.48K- 4.11% |
$85.5K - $105K
|
34.4K
$1.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
SELL
|
- |
-1.5K- 10.02% |
$86.9K - $107K
|
13.5K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.55K- 26.54% |
$89.8K - $111K
|
4.29K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-1.55K- 22.58% |
$89.8K - $111K
|
5.32K
$285K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.59K- 16.11% |
$92.1K - $114K
|
8.28K
$444K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.6K- 3.84% |
$92.5K - $114K
|
40K
$2.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-1.6K- 11.11% |
$92.7K - $114K
|
12.8K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.6K- 1.44% |
$92.7K - $114K
|
109K
$5.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.61K- 17.24% |
$93.1K - $115K
|
7.71K
$413K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.64K- 3.8% |
$95.1K - $117K
|
41.6K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.64K- 11.02% |
$95.2K - $117K
|
13.3K
$711K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-1.67K- 5.08% |
$96.8K - $119K
|
31.2K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 34.17% |
$97.4K - $120K
|
3.24K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.69K- 4.38% |
$98K - $121K
|
36.9K
$1.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.7K- 6.98% |
$98.2K - $121K
|
22.6K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 4.1% |
$98.5K - $122K
|
39.8K
$2.13M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.72K- 24.43% |
$99.8K - $123K
|
5.33K
$286K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 26.65% |
$101K - $124K
|
4.77K
$256K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.73K- 9.26% |
$101K - $124K
|
17K
$911K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.75K- 3.75% |
$102K - $125K
|
45K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.76K- 4.48% |
$102K - $126K
|
37.6K
$2.01M
|